Step 1

Confirm the safe self-preparation lane

Answer these before entering form numbers. One hard stop means this packet should go to a TPA, CPA, EA, or attorney.

The plan covers only owner(s)/spouse(s) or partner(s)/spouse(s)Common-law employees covered by the plan are outside the Form 5500-EZ lane.This is a domestic Solo 401(k) defined contribution planForeign plans, defined benefit, cash balance, money purchase, target benefit, ESOP, and eligible combined plans are outside this MVP.This is an original on-time return for the supported form yearLate filings, amended returns, IRS correspondence, penalty relief, and reasonable-cause requests are outside the MVP.Assets are simple year-end statement assets and plan liabilities are $0Private company interests, real estate, employer securities, non-participant loans, tangible property, receivables, and liabilities need professional review.No controlled group, affiliated service group, leased employee, or combined coverage issueRelated-employer aggregation can affect the mandatory e-filing threshold and plan coverage.